FundLens
53
InfrastructureHold

Kotak Infra & Economic Reform

Kotak · Direct–Growth · rank #9 / 20 Smart Score ke hisaab se

Data updated

Kotak Infra & Economic Reform ka score 53/100 hai — 20 mein #9 Infrastructure fund (Hold). Mazbooti: expense ratio (category mein 93th percentile) aur fund size (category mein 68th percentile). Kamzori: utaar-chadhaav (category mein 24th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
11.8%
+9.0% index ke muqable
3 saal
17.0%
+5.6% index ke muqable
5 saal
19.4%
+9.2% index ke muqable
Launch se
15.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
59.4%
2022
17.3%
2023
39.2%
2024
34.3%
2025
-2.4%
2026
9.6%

Risk metrics

Sharpe ratio
0.61
↑ jitna zyada, utna accha
Sortino ratio
0.81
↑ jitna zyada, utna accha
Std deviation
21.38
↓ jitna kam, utna accha
Alpha
1.09
↑ jitna zyada, utna accha
Beta
1.03
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.